Federation des caisses Desjardins du Quebec’s Liberty Tax, Inc. Class A TAX Stock Holding History

Federation des caisses Desjardins du Quebec’s Portfolio TAX Stock Details TAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,600	Closed	-$12.9K	–	2234
2018 Q2	$12.9K	Hold	1,600	–	–	﹤0.01%	1685
2018 Q1	$16.2K	Sell	1,600 -500	-24%	-$5.03K	﹤0.01%	1603
2017 Q4	$23.1K	Hold	2,100	–	–	﹤0.01%	1539
2017 Q3	$30.2K	Sell	2,100 -2,600	-55%	-$36.1K	﹤0.01%	1439
2017 Q2	$60.9K	Buy	+4,700	New	+$65.1K	﹤0.01%	1338

Other funds holding TAX

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's TAX Position: Q3 2018 in Review

Federation des caisses Desjardins du Quebec sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 1,600 shares — an estimated $12.9K sold.

Federation des caisses Desjardins du Quebec first reported a position in TAX in Q2 2017 and held it in 5 quarters. The position peaked at $60.9K in Q2 2017. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

Federation des caisses Desjardins du Quebec reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 1,600 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $12.9K.
Federation des caisses Desjardins du Quebec first reported a position in Liberty Tax, Inc. Class A in Q2 2017 and held it in 5 quarters.
Federation des caisses Desjardins du Quebec's Liberty Tax, Inc. Class A position peaked at $60.9K in Q2 2017.
12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q3 2018, filed 30 Aug 2024.